See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,479 | $117,841-31.7% | $102,423-21.4% | $145,922-44.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.02% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,188 | $3,615-11.8% | $3,023+5.4% | $4,660-31.6% |
| Participant deferral / active EE | $8,632 | $5,731+50.6% | $5,053+70.8% | $6,688+29.1% |
| Admin fee / account holder | $1,962 | $13,326-85.3% | $9,451-79.2% | $13,397-85.4% |